Plan Ledger DOL Form 5500 · updated monthly

Trivalley Primary Care, P.C.401(k)

TRIVALLEY PRIMARY CARE, P.C. 401(K) PROFIT SHARING PLAN · PERKASIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Trivalley Primary Care, P.C. reported $104,769 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,678 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.34% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,219th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,867th of 11,911 in health care & social assistance. In 2024, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,805,043
Participants with balances191
Active participants139
Employer contributions$511,258
Employee contributions$1,192,706
Employer contribution per active participant$3,678
Average account balance$150,812
Benefits paid to participants$4,559,852
Plan auditUnmodified (clean) audit opinion
AuditorDUNLAPSLK, PC
Plan history3
Yearassets · accounts · employer contribution
2024$28.8M · 191 accts · $511K emplr
2023$27.0M · 174 accts · $592K emplr
2022$24.1M · 170 accts · $592K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,945
Investment management$54,124
Total administrative$104,769
The Trivalley Primary Care, P.C. 401(k) match · 2024
Employer contribution per active participant$3,678
Median for plans this size$2,416
2024$3,678 per active participant
2023$4,418 per active participant
2022$4,256 per active participant

Trivalley Primary Care, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK · Recordkeeping · Investment management$1,634
GIRARD PARTNERS LTD · Investment advisory (participants)$54,124

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$104,769 · 0.38%
2023$98,760 · 0.39%
2022$96,300 · 0.34%
Similar plansHealth Care & Social Assistance · Pennsylvania
Wesley Family Services PA$29.7M · 0.46%
Jevs Human Services PA$28.8M · 0.28%
Quality Life Services PA$28.6M · 0.68%
Brockie Healthcare PA$27.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232794145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.